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Invesco Actively Managd Etf optimum yield shares owned by Sar Wealth Management Group

Quarter-by-quarter ownership of Invesco Actively Managd Etf optimum yield (PDBC) shares owned by Sar Wealth Management Group from 13F filings

Historical chart of Sar Wealth Management Group investment in Invesco Actively Managd Etf optimum yield

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All positions including Invesco Actively Managd Etf optimum yield held by Sar Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Actively Managd Etf optimum yield by Sar Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $308k 22k 13.87
2023-12-31 $300k 23k 13.30

More positions owned by Sar Wealth Management Group

First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Select Divid Etf (DVY)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Msci Usa Value (VLUE)
Vanguard Specialized Funds Div App Etf (VIG)
Procter & Gamble Company (PG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Exxon Mobil Corporation (XOM)
Home Depot (HD)

View all positions for Sar Wealth Management Group

Top funds holding Invesco Actively Managd Etf optimum yield

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Envestnet Asset Management
LPL Financial
Northwestern Mutual Wealth Management Company
Lockheed Martin Investment Management Company
FMR
Advisor Group Holdings
Park Avenue Securities
UBS Group
Raymond James Financial Services Advisors
GM Advisory

View all funds holding Invesco Actively Managd Etf optimum yield